Grimes & Company, Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 368
Total Value: 3103819091
Accession Number: 0001321993-25-000004
Form Type: 13F-HR
CIK: 0001321993
Manager Name: Grimes & Company, Inc.

Data Enrichment

84% identified

308 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

368 positions • $3,103,819.091K total value

368 positions

Manager:

SEC FilingSEC DataHachi Filing

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ASML HOLDING NV

ASML|N07059210

17592

Value:

$11.7B

PEPSICO INC

PEP|713448108

74861(+3.0%)

Value:

$11.2B(+1.6%)

INCYTE CORP

INCY|45337C102

184233(+0.2%)

Value:

$11.2B(-12.1%)

Alphabet Inc.

GOOG|02079K107

71304(+0.2%)

Value:

$11.1B(-17.8%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

266476(+17.6%)

Value:

$11.1B(+28.2%)

APPLIED MATERIALS INC /DE

AMAT|038222105

75814(+1.2%)

Value:

$11.0B(-9.7%)

AMERICAN EXPRESS CO

AXP|025816109

40130(+0.0%)

Value:

$10.8B(-9.3%)

CHEVRON CORP

CVX|166764100

64379(+3.9%)

Value:

$10.8B(+20.0%)

464287507

IJH|464287507

175508(+3.2%)

Value:

$10.2B(-3.3%)

464287655

IWM|464287655

50029(-89.0%)

Value:

$10.0B(-90.0%)

25434V302

378657(+21.3%)

Value:

$9.8B(+23.8%)

NIKE, Inc.

NKE|654106103

150332(+46.2%)

Value:

$9.5B(+22.6%)

808524201

SCHX|808524201

427552(-19.9%)

Value:

$9.4B(-23.7%)

PayPal Holdings, Inc.

PYPL|70450Y103

142962(+1.1%)

Value:

$9.3B(-22.7%)

92204A108

28452(-31.4%)

Value:

$9.3B(-40.5%)

025072158

143814(+111.5%)

Value:

$9.2B(+101.0%)

DEXCOM INC

DXCM|252131107

134935

Value:

$9.2B

EXXON MOBIL CORP

XOM|30231G102

77366(-0.1%)

Value:

$9.2B(+10.5%)

CLOROX CO /DE/

CLX|189054109

59264

Value:

$8.7B

BIOGEN INC.

BIIB|09062X103

59334(+131.7%)

Value:

$8.1B(+107.3%)

Instrument	Shares		Other Manager	Value
Asml Holding Nv(ASMLcusipN07059210)	17.6K	QoQ NEW(+17.6K) YoY NEW(+17.6K)	All Managers (Combined)	$11.7M	QoQ NEW(+$11.7M) YoY NEW(+$11.7M)
Pepsico Inc(PEPcusip713448108)	74.9K	QoQ +3.01% (+2.2K) YoY +155.62% (+45.6K)	All Managers (Combined)	$11.2M	QoQ +1.57% (+$174.0K) YoY +119.00% (+$6.1M)
Incyte Corp(INCYcusip45337C102)	184.2K	QoQ +0.21% (-403) YoY -0.46% (-860)	All Managers (Combined)	$11.2M	QoQ -12.14% (-$1.5M) YoY +5.78% (-$610.5K)
Alphabet Inc.(GOOGcusip02079K107)	71.3K	QoQ +0.18% (-130) YoY -0.12% (-91)	All Managers (Combined)	$11.1M	QoQ -17.81% (-$2.4M) YoY +2.47% (-$269.3K)
Schlumberger Limited/Nv(SLBcusip806857108)	266.5K	QoQ +17.63% (+39.9K) YoY +17.80% (-40.3K)	All Managers (Combined)	$11.1M	QoQ +28.24% (+$2.5M) YoY -10.16% (-$1.3M)
Applied Materials Inc /De(AMATcusip038222105)	75.8K	QoQ +1.17% (-883) YoY -22.41% (-21.9K)	All Managers (Combined)	$11.0M	QoQ -9.71% (-$1.2M) YoY -45.40% (-$9.1M)
American Express Co(AXPcusip025816109)	40.1K	QoQ +0.02% (-12) YoY -21.55% (-11.0K)	All Managers (Combined)	$10.8M	QoQ -9.31% (-$1.1M) YoY -7.31% (-$851.6K)
Chevron Corp(CVXcusip166764100)	64.4K	QoQ +3.88% (+2.4K) YoY +47588.14% (+64.2K)	All Managers (Combined)	$10.8M	QoQ +19.99% (+$1.8M) YoY +50475.24% (+$10.7M)
(IJHcusip464287507)	175.5K	QoQ +3.21% (-5.5K) YoY +8.89% (+14.3K)	All Managers (Combined)	$10.2M	QoQ -3.34% (-$354.9K) YoY +4.60% (+$451.0K)
(IWMcusip464287655)	50.0K	QoQ -88.95% (-402.9K) YoY -89.57% (-429.8K)	All Managers (Combined)	$10.0M	QoQ -90.02% (-$90.1M) YoY -90.11% (-$90.9M)
(cusip25434V302)✕	378.7K	QoQ +21.34% (+66.6K) YoY +59.64% (+141.5K)	All Managers (Combined)	$9.8M	QoQ +23.82% (+$1.9M) YoY +67.20% (+$3.9M)
Nike, Inc.(NKEcusip654106103)	150.3K	QoQ +46.17% (+47.5K) YoY +65.07% (+59.3K)	All Managers (Combined)	$9.5M	QoQ +22.62% (+$1.8M) YoY +11.49% (+$984.2K)
(SCHXcusip808524201)	427.6K	QoQ -19.88% (-106.1K) YoY +169.65% (-269.0K)	All Managers (Combined)	$9.4M	QoQ -23.68% (-$2.9M) YoY -4.06% (-$399.6K)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	143.0K	QoQ +1.12% (-1.6K) YoY -0.67% (-974)	All Managers (Combined)	$9.3M	QoQ -22.69% (-$2.7M) YoY -3.25% (-$314.0K)
(cusip92204A108)✕	28.5K	QoQ -31.42% (-13.0K) YoY -41.78% (-20.4K)	All Managers (Combined)	$9.3M	QoQ -40.53% (-$6.3M) YoY -40.36% (-$6.3M)
(cusip025072158)✕	143.8K	QoQ +111.45% (+75.8K) YoY NEW(+143.8K)	All Managers (Combined)	$9.2M	QoQ +100.96% (+$4.6M) YoY NEW(+$9.2M)
Dexcom Inc(DXCMcusip252131107)	134.9K	QoQ NEW(+134.9K) YoY NEW(+134.9K)	All Managers (Combined)	$9.2M	QoQ NEW(+$9.2M) YoY NEW(+$9.2M)
Exxon Mobil Corp(XOMcusip30231G102)	77.4K	QoQ -0.08% (-66) YoY +11.72% (+8.1K)	All Managers (Combined)	$9.2M	QoQ +10.46% (-$871.8K) YoY +14.31% (+$1.2M)
Clorox Co /De/(CLXcusip189054109)	59.3K	QoQ NEW(+59.3K) YoY NEW(+59.3K)	All Managers (Combined)	$8.7M	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
Biogen Inc.(BIIBcusip09062X103)	59.3K	QoQ +131.65% (+33.7K) YoY +26.54% (-12.4K)	All Managers (Combined)	$8.1M	QoQ +107.29% (+$4.2M) YoY -19.69% (-$2.0M)